BillQuick-QuickBooks sync with duplicate records

If you have two synced records between BillQuick and QuickBooks and the link is broken either manually by the user or because of restoring a QuickBooks backup, syncing the same record may cause a duplicate to be created in QuickBooks. When this happens, QuickBooks appends 1 before the name.

Furthermore, upon checking Smart Match, the BillQuick record is linked with the duplicate Project ID but this new record only contains recent history. If the previous record in QuickBooks contains historical data and you want to link to that record instead, there is an easy fix to that in QuickBooks.

Here is a solution to the above issue:

1. In the single-user mode, select the record in QuickBooks.

2. Change the name of the record to the one you want to merge into. In this case, we are changing the project '1PV Country Club' to 'PV Country Club' without the '1' in front of it.

3. QuickBooks will prompt you to merge them. Click Yes. All existing historical data will be combined into the previous record. The QBLinkID may or may not be transferred to it.

4. Check BillQuick-QuickBooks Smart Match to see if the new record is now linked with the BillQuick record. If it is, it will appear on the Matched tab for that particular module. If it is not, it will appear on the Unmatched tab.

In the example below, the newly merged record is not linked and can, therefore, be linked using Smart Match. Highlight both records, clink Link to re-establish the link between BillQuick and QuickBooks.